Life Planning

A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust.

Sound estate planning can make the probate process run efficiently and smoothly, protecting your estate’s value and legacy and preserving your family’s well-being. An attorney can help mitigate the risks.

After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets.

How can you make sure your funeral and burial wishes will be carried out after you die? It is important to let your family know your desires and to put them in writing. Just don’t do it in your will. 

How are U.S. presidential candidates Kamala Harris and Donald Trump proposing to address this growing concern? Here is an overview: